WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs Nippon India Vision Fund compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
Overview
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Fund | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹1781 Cr | ₹6177 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 22 Dec 2023 | 08 Oct 1995 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 Large MidCap Index | NIFTY Large Midcap 250 TRI |
Turn Over | % | 74% |
Expense Ratio | 2.04 | 1.96 |
Manager | Ramesh Mantri | Amar Kalkundrikar |
ISIN Code | INF03VN01837 | INF204K01406 |
Exits Load | WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Nippon India Vision Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
1 Month | 2.77% | 3.96% |
6 Month | 17.78% | 16.55% |
1 Year | 1.81% | 0.59% |
3 Year | - | 20.04% |
5 Year | - | 24% |
SIP Return Analysis
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
6 Month | 5.01% | 4.6% |
1 Year | 14.57% | 13.44% |
3 Year | - | 20.41% |
5 Year | - | 19.73% |
Rolling Lumpsum Returns
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
1 Year | 9.97% | 17.48% |
3 Year | - | 15.6% |
5 Year | - | 14.8% |
Risk Management
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | - | 13.14% |
Sharp | - | 0.93% |
Beta | - | 0.96% |
Alpha | - | 5.22% |
Fund Managers
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Name | Ramesh Mantri | Amar Kalkundrikar |
Total AUM | ₹0 Cr | ₹19671 Cr |
Funds Managed | 10 | 4 |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Market Cap
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 14.75 | 5.3 |
Large Cap | 44.33 | 55.03 |
Mid Cap | 35.24 | 39.64 |
Small Cap | 5.68 | 0.02 |
Sector Allocation
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 7.72 | 1.03 |
Communication Services | 5.15 | 3.41 |
Energy | 4.14 | 6.88 |
Industrials | 12.29 | 13.63 |
Technology | 7.46 | 10.16 |
Basic Materials | 4.98 | 8.79 |
Financial Services | 32.08 | 23.28 |
Healthcare | 9.32 | 7.16 |
Real Estate | 3.62 | 1.87 |
Consumer Cyclical | 8.56 | 14.28 |
Consumer Defensive | 3.89 | 5.38 |
Utilities | 0.8 | 4.13 |
Top Comparisons
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
DSP Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Bajaj Finserv Money Market Fund Regular - Growth
3Y Returns0%
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns7.5%
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns14.23%
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns12.78%
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
3Y Returns0%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns14.35%